The Team

Doneth & Sturdivant Wealth Advisors
Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Jason Doneth

Jason Doneth

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments

Education

Bachelor of Science in Business from Western Oregon University
CA Insurance #0H68114

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James O Sturdivant

James O Sturdivant

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

Bachelor's Degree in Accounting & Finance from Corban University in 1996.
CA Insurance #0D87887

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Scott D Wiegal

Scott D Wiegal

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

B.S. Business, Economics Minor - Oregon State University - Corvallis, Oregon

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Kevin C Holland

Kevin C Holland

Financial Advisor

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Top Areas of Focus

  • Insurance
  • Sustainable and Responsible Investing
  • Investments

Education

Bachelors Degree in Human Communications. Southern Oregon University Ashland, Oregon.

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Andrea C Delapp

Andrea C Delapp

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

Bachelor's Degree in Business Administration from Corban University in 2012.
CA Insurance #0M05247

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Derek A Gilbert

Derek A Gilbert

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies

Education

Linfield College, Bachelor of Science, Business Major with Economics Minor

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Zac Hill

Zac Hill

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Investments

Education

Master of Science in Advanced Math Education from Oregon State University, B.S. in Mathematics from Corban University

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Dennis Twenge

Dennis Twenge

Financial Advisor

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Designations

CFP®, ChFC®, LUTCF, AEP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Education

B.S. Business Administration, Oregon State University, Corvallis, Oregon

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Our Staff

Kim Berg

Kim Berg

Operations Manager

Jon Sturdivant

Jon Sturdivant

Paraplanner

Gabriella Baughman

Gabriella Baughman

Receptionist

Marilou Doneth

Marilou Doneth

Client Relationship Manager

Adrienne Dillard

Adrienne Dillard

Client Relationship Manager

Morgan Molan

Morgan Molan

Client Relationship Manager

Rebekah Daggett

Rebekah Daggett

Client Relationship Manager

Brook McGee

Brook McGee

Client Relationship Manager

Emily Harris

Emily Harris

Client Relationship Manager

Connor Day

Connor Day

Client Relationship Manager